At a Glance
- Tasks: Deliver personalised financial advice and create tailored financial plans for clients.
- Company: Join Lloyds Banking Group, a leader in client-focused financial services.
- Benefits: Enjoy uncapped bonuses, hybrid work options, and strong support.
- Other info: Clear progression path and a supportive team environment.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: Experience in personal wealth advising and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
Lloyds Banking Group in Newcastle is seeking an experienced Personal Wealth Adviser to deliver holistic, client-led financial advice to new and existing clients, face-to-face and virtually. You will build personalised financial plans reflecting clients' goals and use cashflow modelling to inform recommendations for evolving life circumstances.
This role offers a mix of home-based and hub/home-office engagements with robust support, uncapped bonus potential, and a clear progression path.
We think you need these skills to ace Holistic Wealth Adviser | Hybrid, Uncapped Bonus in Newcastle upon Tyne
Communication Skills
Problem-Solving Skills
Stakeholder Management
Adaptability
Team Collaboration
Attention to Detail
Client Relationship Management
